Ramy Assaf is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated Private Bank since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutions, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Rhonda Kaplan is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Paul Kandel is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside the financial industry, he is involved in ticket reselling as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning strategies and access to diverse investment products.

Brian Dunne is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 registrations and bringing 48 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously held a role at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage offerings.